Job Description:

  • Work closely with the Investment Products Team in Hong Kong, and be a part of a strong wealth management business franchise which services the banking needs of high net worth clients
  • Assist Head of Private Banking in providing strategic investment services, customized financial solutions and execution of the market trades covering bonds, equities, funds and structured products
  • Analyse business needs and competitors’ trends, so as to issue business requirements in system enhancement projects that aim at offering a best-in-class trading platform in the market
  • Conduct the due diligence on new investment products and performance reviews of the existing ones in the product shelf, and be a contact person in driving the relationship with business counterparts
  • Assist Hong Kong Investment Products team to generate and distribute investment strategies, ideas and articulate investment concepts to RMs and respectively their high net worth clients
  • Have an oversight on the dealing infrastructure / processes / systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements
  • Liaise effectively with the respective stakeholders including Hong Kong Investment Products team, Technology, Operations, Compliance and Risk Management to ensure smooth operations processes
  • Identify changes in regional market practice and regulatory requirements to develop and improve systems, frameworks and tools

Job Requirements:

  • University graduate with 3 to 5 years of product manager experience in bonds, equities, funds or structured products
  • Sound understanding of economics, market practices and investment products in the wealth management business
  • Holder of the existing CMFAS certification (e.g. M1, M2, M5, M6, and M7) is a mandatory requirement of this job
  • Business proficiency in both written and spoken Mandarin besides English is a preferred job requirement as well
  • Excellent team player with strong interpersonal and communication skills to work well with all levels of counterparts
  • Willingness to work under a dynamic environment, multi-tasking with tight and short assignment / project deadlines

Salary: $5,000 Per Month